List Strategy


List strategies are used when you do not complete your calling list the day it is submitted and the list is loaded up the next day. 


There are two basic reload list calling strategies in the dialer depending on your list size and your current priorities. You select your list strategy when you upload a new list into a service.


Definitions


  • Single Attempt Calling removes all attempts from the next days calling list, even if no one talked to the voter.  
    • This is the strategy to pick when you are making the first pass through your universe.  This calling strategy is best at cleaning out bad numbers. Unattempted calls will be loaded each morning until the list is completed.
    • Always use Single Attempt if you are unable to complete your entire call list in a single day. 
  • Multiple Attempt Calling removes any calls with "Talked to Correct Person" or "Remove from list" call result. Calls with no call result (i.e. voice mail or no pickup) and calls with a "NEXT CALL - No Contact" call result will get reloaded to be attempted again in the future. 
    • This is the best strategy for when you have a cleaned finite universe and want to attempt people multiple times until you talk to them. This is also a good list order for when you expect to make it through a list on a daily basis but are unable to send refreshed lists on a daily basis. Uncontacted voters will be loaded each morning until everyone is contacted regardless of the number of attempts.
    • ONLY use Multiple Attempt calling if you are calling your entire list at least once in a single day. Multiple pass lists start back at the top day-to-day. For example, if you called half of your list on day one, you will start day two back at the top of the list with a second attempt to the same people, before you get to unattempted half farther down. If you only call half your list each day, you would be giving many passes to the same people at the top of the list until they picked up, while the folks at the bottom of the list may never get a single attempt.
    • When requesting Multiple Attempt Calling, your program will need to be sure callers understand each call result option and how to correctly select the appropriate call result option. Incorrect selections will result in known bad numbers or previously contacted targets receiving multiple unnecessary call attempts. Read about our call result options here


More Details


 RESULT: 
"Talked to Correct Person" 
 RESULT: 
"No Contact" 
RESULT: 
"Remove from List"
Not
 Answered
 Not
 Attempted
  Single  Attempt 
Remove
Remove
Remove 
Remove
Keep in list
  Multiple  Attempt 
Remove
Call Again
Remove 
Call Again
Keep in list


 


You select your list strategy when you upload a new list.





Play Order

  • REPLACE the current list - Replace all current lists with this list.
  • RUN AFTER the current list* - This list will only begin to play after the current list has been completed. This list strategy may cause downtime for your callers while our system switches to the next list.
    • *Please note that with this method, the current list will automatically be updated to single attempt play strategy if it was not already. Setting the current list to single attempt allows us to finish it and move on to the new list without having to speak to every phone number before moving on.
  • RUN TOGETHER the current list^- This list will play at the same time as your current list when it is loaded. If this list is a multiple pass list, we will requeue it independently of other lists and will not wait for another list to finish to start the second pass.
    • ^Please note that with this method, if you load more than one multiple pass, run together list, only the final list loaded will be multiple pass for the next day. All previous lists will revert to single pass at the end of the night.



Notes

  • Lists can only be reloaded daily for 30 days or 30 requeues. After, a new list is required.